Check segment definitions against account criteria
Make sure a named audience definition still matches the customer or account intent behind it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Segment Details
Retrieves details about a specific segment.
Why this helps
A segment can keep an old definition after account priorities have changed, without an obvious prompt to review it.
- Bring a segment definition into a focused account review.
- Surface possible drift for a person to inspect.
- Reduce manual searching for the segment's current details.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Customer.io once in the Notis portal.
- 2Create an automation that retrieves the specified segment details and compares them with available account criteria.
- 3Choose a recurring Notis schedule as the trigger.
- 4Select a run report destination and test with one real segment and account.
Questions about this workflow
How does the workflow know the segment id?
Provide the segment id in the instruction or available input. The action retrieves details for a specific segment.
Will it modify the segment rules?
No. This action retrieves segment details for review only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Customerio. A trigger fires from one place; an action lands in another.
Agiled triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Permanently deletes a customer profile and prevents it from being added again; this action is irreversible.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Group
Adds a person to a group, linking them to an organization, account, or project.
Get Integrations
Lists the integrations configured in your workspace.
Create Profile Alias
Merges one profile into another, moving its data to the canonical profile.
Get Messages
Retrieves messages sent from your workspace and their delivery metrics.
Get Segment Details
Retrieves details about a specific segment.
Get Segment Membership
Retrieves the people in a specific segment.
Get Segments
Lists the segments in your workspace.
Connect any two apps with Notis in the middle.
Agiled and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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